AI for Excel & Data – Vertex Academy

About Course

Do data work that used to be beyond your reach. Six in-depth videos on AI-powered formula generation, data cleaning at speed, Microsoft Copilot in Excel, and a complete end-to-end workflow that takes you from raw data to delivered insight, no statistics or programming required.

Course Content

Video 1 — Formula Generation & The New Relationship With Data
The reframe that changes everything: data as something AI handles WITH you, not for you. Why data fluency matters more than ever, and the most immediate high-value skill — AI formula generation that turns "describe what you want" into production-ready Excel formulas.

Formula Generation & The New Relationship With Data

Video 2 — Data Cleaning at Speed
The unglamorous majority of data work — removing duplicates, fixing formats, handling missing values, standardising fields — is mechanical work AI is uniquely suited to. Turn the most time-consuming part of data work into the fastest.

Video 3 — Copilot in Excel
What changes when AI is INSIDE Excel — embedded directly in the tool with access to your actual spreadsheet data. Microsoft Copilot in Excel is a genuinely different experience from using an external AI tool, and this video builds fluency with it.

Video 4 — The Five-Stage Data Interpretation Workflow
Putting formula generation, data cleaning, and Copilot together into one complete workflow that takes you from raw, unprocessed data to clear, actionable insight you can present confidently to any audience. Five stages, applicable to any dataset you meet.

Video 5 — End-to-End Analysis Walkthrough
Not new concepts — application. Follow along with your own data (or the sample dataset) and complete the full five-stage workflow from start to finish, with your AI tool open alongside Excel. By the end you'll have run a complete analysis end to end.

Video 6 — Advanced Techniques & Knowledge Test
What separates competent AI-assisted data work from genuinely expert work: integrating AI data workflows with other organisational tools and systems, the limits worth respecting, and the specialist knowledge test that closes the course.

Knowledge Test

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About Course

Course Content

Formula Generation & The New Relationship With Data

Video 2 — Data Cleaning at Speed The unglamorous majority of data work — removing duplicates, fixing formats, handling missing values, standardising fields — is mechanical work AI is uniquely suited to. Turn the most time-consuming part of data work into the fastest.

Data Cleaning at Speed

Video 3 — Copilot in Excel What changes when AI is INSIDE Excel — embedded directly in the tool with access to your actual spreadsheet data. Microsoft Copilot in Excel is a genuinely different experience from using an external AI tool, and this video builds fluency with it.

Copilot in Excel

The Five-Stage Data Interpretation Workflow

Video 5 — End-to-End Analysis Walkthrough Not new concepts — application. Follow along with your own data (or the sample dataset) and complete the full five-stage workflow from start to finish, with your AI tool open alongside Excel. By the end you'll have run a complete analysis end to end.

End-to-End Analysis Walkthrough

Video 6 — Advanced Techniques & Knowledge Test What separates competent AI-assisted data work from genuinely expert work: integrating AI data workflows with other organisational tools and systems, the limits worth respecting, and the specialist knowledge test that closes the course.